Civic Intelligence

Educational Results Partnership

990 • Fiscal year 2021 • EIN 95-4839405

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

428 J Street 320Sacramento, CA 95814

(916) 498-8980

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

60th percentile

0.15x

Higher debt load relative to revenue than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

2nd percentile

-107%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

97th percentile

$408,495

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

1st percentile

-56%

Faster asset growth than 1% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$3,391,130

Down $4,353,675 (-56%) from 2020

Net Assets

Down

$2,797,129

Down $4,128,248 (-60%) from 2020

Liabilities

Down

$594,001

Down $225,427 (-28%) from 2020

Revenue

Down

$3,866,159

Down $634,381 (-14%) from 2020

Expenses

Up

$7,996,027

Up $3,833,280 (+92%) from 2020

Net Income

Down

-$4,129,868

Down $4,467,661 (-1323%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,884Liabilities 2010: $02010Assets 2011: $5,003Liabilities 2011: $0Net Assets 2011: $5,0032011Assets 2012: $171,884Liabilities 2012: $59,270Net Assets 2012: $112,6142012Assets 2013: $471,237Liabilities 2013: $56,847Net Assets 2013: $414,3902013Assets 2014: $1,928,218Liabilities 2014: $168,028Net Assets 2014: $1,760,1902014Assets 2015: $2,034,836Liabilities 2015: $142,156Net Assets 2015: $1,892,6802015Assets 2016: $2,145,217Liabilities 2016: $141,844Net Assets 2016: $2,003,3732016Assets 2017: $2,349,312Liabilities 2017: $343,361Net Assets 2017: $2,005,9512017Assets 2018: $4,249,697Liabilities 2018: $315,846Net Assets 2018: $3,933,8512018Assets 2019: $6,923,872Liabilities 2019: $347,730Net Assets 2019: $6,576,1422019Assets 2020: $7,744,805Liabilities 2020: $819,428Net Assets 2020: $6,925,3772020Assets 2021: $3,391,130Liabilities 2021: $594,001Net Assets 2021: $2,797,1292021Assets 2022: $1,980,931Liabilities 2022: $939,420Net Assets 2022: $1,041,5112022Assets 2023: $1,349,673Liabilities 2023: $680,239Net Assets 2023: $669,4342023Assets 2024: $864,893Liabilities 2024: $144,791Net Assets 2024: $720,1022024

Highlighted filing

2021

Assets$3,391,130
Liabilities$594,001
Net Assets$2,797,129

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2010: $122,431Expenses 2010: $143,221Net Income 2010: -$20,7902010Revenue 2011: $294,051Expenses 2011: $291,932Net Income 2011: $2,1192011Revenue 2012: $930,910Expenses 2012: $805,398Net Income 2012: $125,5122012Revenue 2013: $1,747,706Expenses 2013: $1,444,747Net Income 2013: $302,9592013Revenue 2014: $3,050,575Expenses 2014: $2,597,206Net Income 2014: $453,3692014Revenue 2015: $3,096,547Expenses 2015: $2,964,057Net Income 2015: $132,4902015Revenue 2016: $2,596,806Expenses 2016: $2,486,113Net Income 2016: $110,6932016Revenue 2017: $2,648,201Expenses 2017: $2,645,623Net Income 2017: $2,5782017Revenue 2018: $4,633,805Expenses 2018: $2,705,905Net Income 2018: $1,927,9002018Revenue 2019: $6,044,722Expenses 2019: $3,438,544Net Income 2019: $2,606,1782019Revenue 2020: $4,500,540Expenses 2020: $4,162,747Net Income 2020: $337,7932020Revenue 2021: $3,866,159Expenses 2021: $7,996,027Net Income 2021: -$4,129,8682021Revenue 2022: $4,069,674Expenses 2022: $5,825,292Net Income 2022: -$1,755,6182022Revenue 2023: $3,465,719Expenses 2023: $3,846,917Net Income 2023: -$381,1982023Revenue 2024: $1,250,523Expenses 2024: $1,208,205Net Income 2024: $42,3182024

Highlighted filing

2021

Revenue$3,866,159
Expenses$7,996,027
Net Income-$4,129,868
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.0
Gross Receipts
$3,866,159
Mission and Program Overview

Mission

To provide tools and resources to support achievement in public education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,004,548$1,583,054▼ $421,494
Investments in Publicly Traded Securities$4,292,871$653,956▼ $3,638,915
Cash and Non-Interest-Bearing Accounts$1,277,050$627,661▼ $649,389
Land, Buildings, and Equipment, Net$50,559$108,786▲ $58,227
Other Notes and Loans Receivable, Net$74,577$90,770▲ $16,193
Prepaid Expenses and Deferred Charges$45,200$43,100▼ $2,100
Savings and Temporary Cash Investments-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,744,805$3,391,130▼ $4,353,675
Other Assets Total-$283,803-
Liabilities
Grants Payable$330,000$330,000→ $0
Accounts Payable and Accrued Expenses$275,859$227,971▼ $47,888
Mortgage Notes Payable Secured by Investment Property$174,000--
Deferred Revenue$39,569$36,030▼ $3,539
Total Liabilities$819,428$594,001▼ $225,427
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,885,377$2,797,129▼ $4,088,248
Net Assets With Donor Restrictions$40,000--
Total Net Assets Fund Balance$6,925,377$2,797,129▼ $4,128,248
Total Liabilities and Net Assets / Fund Balance$7,744,805$3,391,130▼ $4,353,675

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$71,620$32,684$104,304
Other Land Buildings$30,239$20,278$50,517
Leasehold Improvements$6,927$5,932$12,859
Other Assets Org$283,803--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James Lanich PhDPresident & CEOFT$308,495$100,000$408,495
Alex BarriosSenior Exec VPFT$234,189$83,791$317,980
Elliot LopezCOOFT$204,914$74,380$279,294
Vanessa MarreroSr. DirectorFT$120,307-$120,307

Board Members and Trustees

NameTitle
Marilyn ReznickChairperson
Lee BlitchMarketing Chair
Brandon RuizDirector
Dan KinneyDirector
Greg JonesDirector
Jacob McCarthyDirector
Janet AuerDirector
Kyran McCannDirector
Lenny MendoncaDirector
Reba Cardenas McNairDirector
Sheila MullinsController
Alexus HowzeDeputy VP
Amrita PattarDeputy VP
Louis MeunierTreasurer/Sec

Highest Paid Contractors

ContractorServicesLocationCompensation
--4000 San Clemente, Mission, TX 78572$232,083
428 Associates LP-2870 Gateway Oaks Drive Suite 110, Sacramento, CA 95833$192,296
Revenue and Support

Revenue Composition

Contributions and Grants
$3,863,713
Program Service Revenue
$0
Investment Income
$2,446
Other Revenue
$0
All Other Contributions
$3,199,565
Change in Net Assets
$-4,129,868

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,866,159
Revenue Not Reported on Form 990
$1,620
Total Revenue per Audited Statements
$3,867,779
Total Revenue per Form 990
$3,866,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,998,721
Salaries, Compensation, and Employee Benefits$2,948,516
Other Expenses$2,048,790
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,998,721--$2,998,721
Other Salaries and Wages$1,627,025$180,781-$1,807,806
Fees for Services Other$774,653$508,485-$1,283,138
Current Officers, Directors, Trustees, and Key Employees$993,197$110,355-$1,103,552
Information Technology$141,196$60,512-$201,708
Occupancy$175,186$19,465-$194,651
Office Expenses$86,783$37,193-$123,976
Fees for Services Legal-$80,326-$80,326
Fees for Services Accounting-$68,540-$68,540
Travel$43,823$10,956-$54,779
Other Employee Benefits$33,442$3,716-$37,158
Depreciation Depletion$16,572$1,841-$18,413
Insurance-$15,649-$15,649
Other Expenses$6,849$761-$7,610
Total Functional Expenses$6,897,447$1,098,580$0$7,996,027

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,996,027
Total Expenses per Audited Statements$7,996,027
Total Expenses per Form 990$7,996,027
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CBEE FoundationSacramento, CA501(c)(3)Supporting organization$2,998,721
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is prepared by a firm of certified public accountants and reviewed by management prior to filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The executive committee of the board of directors obtains comparable compensation information and evaluates the CEO's performance annually.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The governing documents, conflict of interest policy and financial statements are included in the organization's handbooks.

Filing and Contact Details

Filer

Filer Name
Educational Results Partnership
EIN
95-4839405
Phone
9164988980
Address
428 J Street 320, Sacramento, CA 95814

Signing Officer

Name
James Lanich PhD
Title
President & CEO
Signed
2022-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Lanich PhD
Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
49
Volunteers
9

Preparer

Firm
Williams & Olds Professional Corp
Address
900 UNIVERSITY AVENUE SUITE 100, SACRAMENTO, CA 95825
Preparer
Steven J Olds CPA
Phone
9168581680
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

The organization has implemented the accounting principles related to accounting for uncertainty in income taxes. Management believes that the organization has adequately addressed all relevant tax positions and that there are no unrecorded tax liabilities. Federal and state tax authorities generally have the right to examine and audit the previous three years of tax returns filed. Any interest or penalties assessed to the organization would be recorded in operating expenses. No interest or penalties from federal or state tax authorities have been recorded in the financial statements.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Alex Barrios
IRS990/Form990PartVIISectionAGrp/PersonNm2Elliot Lopez
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IRS990/Form990PartVIISectionAGrp/PersonNm10Marilyn Reznick
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IRS990/Form990PartVIISectionAGrp/PersonNm15Brandon Ruiz
IRS990/Form990PartVIISectionAGrp/PersonNm16Kyran McCann
IRS990/Form990PartVIISectionAGrp/PersonNm17Alexus Howze
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IRS990/Form990PartVIISectionAGrp/TitleTxt0President & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1Senior Exec VP
IRS990/Form990PartVIISectionAGrp/TitleTxt2COO
IRS990/Form990PartVIISectionAGrp/TitleTxt3Sr. Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Marketing Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer/Sec
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Deputy VP
IRS990/Form990PartVIISectionAGrp/TitleTxt13Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Deputy VP
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IRS990/FormationYr02001
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0664148
IRS990/GrantsPayableGrp/BOYAmt0330000
IRS990/GrantsPayableGrp/EOYAmt0330000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt060512
IRS990/InformationTechnologyGrp/ProgramServicesAmt0141196
IRS990/InformationTechnologyGrp/TotalAmt0201708
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IRS990/InsuranceGrp/TotalAmt015649
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02446
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04292871
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0653956
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt050559
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide tools and resources to support achievement in public education.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0174000
IRS990/NetAssetsOrFundBalancesBOYAmt06925377
IRS990/NetAssetsOrFundBalancesEOYAmt02797129
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01620
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06885377
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037193
IRS990/OfficeExpensesGrp/ProgramServicesAmt086783
IRS990/OfficeExpensesGrp/TotalAmt0123976
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0283803
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03716
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt033442
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037158
IRS990/OtherExpensesGrp/Desc0Telephone
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IRS990/OtherExpensesGrp/ProgramServicesAmt06849
IRS990/OtherExpensesGrp/TotalAmt07610
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01627025
IRS990/OtherSalariesAndWagesGrp/TotalAmt01807806
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt074577
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt090770
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045200
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt043100
IRS990/PrincipalOfficerNm0James Lanich PhD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0The edresults.org website presents an accurate academic picture showing the strengths, weaknesses, long-term progress and realistic improvement targets for every public school in California through data.
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYSalariesCompEmpBnftPaidAmt02690448
IRS990/PYTotalExpensesAmt04162747
IRS990/PYTotalRevenueAmt04500540
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4129868
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportOtherAssetsInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt050000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0105000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03199565
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04486806
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06030015
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04632663
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02647283
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020996332
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02446
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013734

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.14$0.72$1.25$1.21$0.04
2023Summary only. Only limited summary data is available for this year.$1.35$0.68$0.67$3.47$3.85$0.38
2022Summary only. Only limited summary data is available for this year.$1.98$0.94$1.04$4.07$5.83$1.76
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.59$2.80$3.87$8.00$4.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.74$0.82$6.93$4.50$4.16$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.35$6.58$6.04$3.44$2.61
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.32$3.93$4.63$2.71$1.93
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.35$0.34$2.01$2.65$2.65$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.14$2.00$2.60$2.49$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.14$1.89$3.10$2.96$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.93$0.17$1.76$3.05$2.60$0.45
2013Detailed filing. Detailed filing data is available for this year.$0.47$0.06$0.41$1.75$1.44$0.30
2012Summary only. Only limited summary data is available for this year.$0.17$0.06$0.11$0.93$0.81$0.13
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.29$0.29$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.12$0.14$0.02